File: stage-4-18-stage-4-review.md

Stage 4 Review: Jennifer's first draft (approved)

Where we are: Stage 5 of 5 (Stakeholder Review and Handover). Stages 1 to 4 approved; Stage 4 approved 21-Oct-26

Stage 1

Business Requirements

Gary

Approved 20-Oct-26

Stage 2

KPI Development

Kewpie

Approved 21-Oct-26

Stage 3

Data Visualisation

Viktor

Approved 21-Oct-26

Stage 4

Dashboard Creator

Jennifer

Approved 21-Oct-26

Stage 5

Stakeholder Review and Handover

CCO and Adam

Walk-through, sign-off, go-live

ClearCompare (test case) · 21-Oct-26 · Sample data, cut-off 30-Sep-26. The full results are in the "Standards and Validation" tab.

Stage 4 approved 21-Oct-26

Approved file: 02 - Deliverables/2026.10.21 - ClearCompare - 04 Dashboard.html

Your changes after the first review, all made and checked:

Change	Result
Top 3 actions under the original headline, as 3 cards (owner, action, target and date)	Desktop first screen still fits; cards stack on a phone
KPI tile numbers a little bigger (about 33px), every row lined up across the tiles	Rows line up at desktop, tablet and phone
"Why it matters" on hover for every KPI tile and every chart	5 tiles and 11 charts; also on keyboard focus and tap
KPI tile numbers count up when the tiles come into view	Lands exactly on the Calculation Pack values; off for reduced motion
Progress rings fill the card (504px wide, was 285px), labels beside each ring	Tiles end at 796px on 1280 × 800; phones show the labels as a list

These rules are now part of Viktor's instructions and the Dashboard Patterns and Data Storytelling guides.

Starting point: Experimental A (progress rings), as chosen at Stage 3
Fixed already: colourblind-safe category colours, heading order, stage label, spec version
Result: 30 of 31 checks pass, with 0 console errors and no sideways scroll at any size. The validation checklist passes
Your decisions (21-Oct-26): changes 1, 2 and 3 approved and made; the clawback rate stays "On track"
Top 3 actions (21-Oct-26): the original headline stays; under it, the top 3 actions stakeholders need to know (owner, action, target and date), as in Viktor's new rule. Applied to all three Stage 3 versions and the first draft. Tiles still end at 799px on 1280 × 800

All three are now in 02 - Deliverables/2026.10.21 - ClearCompare - 04 Dashboard.html.

Change	Re-check after the change	Result
1. Headline and tiles on the first screen	Tiles end at 799px on a 1280 × 800 screen (was 930px). Phone: tiles start at 517px, rings card below them	Passes on desktop. On a phone the first tile shows; the second needs one scroll
2. Chart data points easy to tap	0 controls under 44px on a touch phone (was 18)	Passes
3. Energy's colour the same on every chart	Energy bar is orange (#db684c) in both charts	Passes

1. Fit the headline and tiles on the first screen

	First screen
Before	Rings card 527px tall, with a long subtitle and the internal caption "Experimental: radial bars. Bends the rule on honest length…". Tiles end at 930px on a 1280 × 800 screen. On a phone, the rings card sits above the tiles; the first tile starts at 1,062px
After	Rings card 397px tall: rings drawn smaller, subtitle "How far each KPI is towards its target, capped at 100%.", internal caption removed (the stakeholder doesn't need it). Tiles end at 799px. On a phone, the tiles come straight after the headline and the rings card moves below them; the first tile starts at 517px
Still short	On a phone, the second tile starts just below the first screen because the header takes about 230px. A shorter phone header would fix it: next round, if you want it

2. Make the chart data points easy to tap

	Bars and conversion rows on touch screens
Before	18 tappable data points under 44px: bar rows 14px tall, conversion rows 26px
After	Each row is 44px tall on touch screens, with the bar drawn in the middle. Mouse screens are unchanged. 0 under 44px

3. Keep energy's colour the same on every chart

	Net revenue per lead by product area
Before	The energy bar is highlighted in blue; in the lead-mix chart, energy is orange
After	The energy bar is orange in both charts, as the caption "Colours follow the product area" promises

Clawback rate status: stays "On track" (decided 21-Oct-26)

	90-day clawback rate tile
Now	7.86% against a 7.84% target, shown as "✓ On track" (as in the KPI Calculation Pack)
Option	Show "! Behind": strictly, it's 0.02 points over target. This changes a KPI status, so it goes back to Kewpie and the Calculation Pack rather than being changed here